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华润啤酒 (291 HK) - 战略聚焦转向提升效率与更高派息	黄铭谦	2026-01-22
China Resources Beer (291 HK) - Pivoting to efficiency and higher payouts	Wong Ming Him, Joseph	2026-01-22
Minth Group (425 HK) - Policy tailwinds support core and new business growth	Liang Yonghuo,Harrison, Yin Haocheng	2026-01-22
Amazon (AMZN US) - Blue Origin plans to establish a satellite network, TeraWave, targeting enterprise customers, scheduled to begin in 4Q27	Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan	2026-01-22
Netflix (NFLX US) - 四季度业绩超预期，稳健增长动力持续支撑业务发展	王腾杰,李怡珊,张贺楠	2026-01-21
Netflix (NFLX US) - 4Q beat, consistent drivers to propel business forward	Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan	2026-01-21
Kuaishou (1024 HK) - AI reshaping business and content ecosystem; Initiate at BUY	Li Yishan, Crystal,Wong Tang Kit, Tommy	2026-01-21
快手科技 (1024 HK) - AI重塑内容与商业生态；首次覆盖给予增持评级	李怡珊,王腾杰	2026-01-21
Roblox (RBLX US) - 利空出清，四季度业绩或成催化剂	王腾杰,李怡珊,张贺楠	2026-01-20
Roblox (RBLX US) - 4Q results a catalyst as negatives are priced in	Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan	2026-01-20
安踏体育 (2020 HK) - 品牌矩阵具备韧性；价值潜力被低估	黄铭谦	2026-01-20
汽车及机器人 - 2026展望：智驾链延续爆发，整车承压但龙头具韧性	梁勇活,殷浩程	2026-01-20
Auto & Robotics - 2026 outlook: AD supply chain continues to explode, auto sales under pressure but leading OEMs remain resilient	Liang Yonghuo,Harrison, Yin Haocheng	2026-01-20
Anta Sports (2020 HK) - Resilient portfolio; Undervalued potential	Wong Ming Him, Joseph	2026-01-19
港股1-2月策略报告 - “野百合也有春天”——“春季躁动”如何配置？	宁铂	2026-01-19
HK Equity Jan-Feb Strategy Outlook - Even Laggards Bloom in Spring: How to Optimize Your Portfolio for the “Spring Rally”?	Ning Bo	2026-01-19
美股市场周报(2026/1/19) - 通胀降温与降息观望博弈，地缘风险与AI繁荣齐升	宁铂	2026-01-19
US Strategy Weekly (19 January 2026) - Rate Cut Bets Delayed though Inflation Eased; Intensifying Geopolitical Risks and AI Boom	Ning Bo	2026-01-19
礼来制药 (LLY US) - JPM26大会更新及业务进展梳理	陈铸鸿,谭震,陈泓道	2026-01-16
Eli Lilly (LLY US) - Updates on JPM conference and business progress	Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George	2026-01-16

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